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New users are created via resource creation, as every user must be linked to at least one resource. To create a user:
The user has now been created along with the resource. An e-mail invitation will be sent to the specified address for the user to set up a password.
Note: Users are still managed by system users under System Settings > ADMINISTRATE > Users, but they cannot be created there anymore.
For Planforge Cloud, please note that you don’t need to add the site name (e.g. @test.at) to the resource’s name when creating it. The site name is only required when logging into Planforge.
To assign resources to a project, you need to have both:
If you don’t have the required roles that grant you these rights, you can ask administrators for either of these business objects to grant you these roles. Alternatively, you can use the Resource Assignment Approval workflow to have a resource assigned to a project. This workflow has to be activated in the system settings by a system user.
System users can change the sender address under System Settings > ADMINISTRATE > Settings > Notification > Notification sender e-mail.
Resources displayed in grey are part of the project team and have been granted this role for the project automatically because of this. To remove such a resource’s role, you need to remove the resource from the project team.
This is likely because no resources have been added to the project team yet.
To assign them, in the project go to Properties > Project Charter > Project Team.
Before you can add or import customers, you need to set up the permissions to do so:
That resource can then create and import new customers as usual.
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